Customer portal overview

The customer portal is the self-service face of the platform — your customers log in to get what they need without emailing you.

What's inside

• Dashboard — active shipments, open invoices, recent documents.
• Shipments — tracking, documents, messaging.
• Quotes — view, accept, reject, request changes.
• Bookings — self-book on published rate cards.
• Documents — invoices, PODs, BLs, statements.
• Finance — AR balance, statements, payment.
• Team — manage contacts and their access.

Lives at portal.yourdomain.com (tenant-specific subdomain).

Who it's for

• Key accounts with high shipment volume — self-booking saves both sides time.
• Consignees — limited access to track and acknowledge arrivals.
• Billing contacts — view and pay invoices.
• Agents / subsidiaries — collaborative accounts that span multiple entities.

Mobile

The portal is responsive; there's no separate mobile app for customers today. Tablet / phone usage is heavy for on-the-go tracking checks.

Branded experience

Tenant branding (logo, colours, subdomain, footer) applies — customers see it as your product, not a generic tool.

What's NOT in the portal

• Internal ops views (trip planning, cost data).
• Vendor-side data (what you pay carriers).
• Commercial negotiations (rate building, opportunity tracking).

These stay in the main ops app.

Impact

Customers with portal access typically:

• Email you 50–70% less for status.
• Book faster (self-booking eliminates the quote-acceptance email loop).
• Pay faster (one-click pay where finance integration allows).

Activation matters — see access for how to enrol customers effectively.